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How to move your Midday data into Worklyn (step by step)

Moving your business from one tool to another sounds like a weekend you'll never get back. It isn't. Getting your Midday data into Worklyn is a few minutes of clicking, and you don't have to rebuild anything by hand. Here's exactly how it works, both ways in, and what to look at once it lands.

There are two paths, and you only need one of them. Pick whichever fits how you'd rather work: upload a file, or paste a token and let Worklyn do the fetching.

Path one: upload your Midday export zip

Midday lets you export your data as a zip, and gives existing users a 90-day window to do it as the product winds down. So there's no rush and no risk here.

1. Export from Midday. In your Midday account, export your data. You'll get a zip file. Save it somewhere you can find it.

2. Open Settings → Import in Worklyn. In your new Worklyn workspace, go to Settings, then Import, and choose Midday.

3. Drop the zip in. Upload the file and let Worklyn read it. That's the whole step.

Path two: connect with your API token

If you'd rather not fuss with a file, Worklyn can pull everything straight from Midday for you.

1. Grab your api.midday.ai token. Copy your API token from Midday.

2. Open Settings → Import → Midday. Same place as the zip path.

3. Paste the token. Worklyn connects and pulls your data across on its own. No download, no upload, no zip to manage.

You're not starting from a blank screen. Your first day starts with your real data.

What actually gets imported

Both paths bring the full picture across: your transactions, invoices, clients, documents and settings. It all lands connected to the rest of your Worklyn workspace, not dumped into a corner. So the invoice you imported can be reconciled against the payment that shows up in your bank feed, and the clients you brought over are ready to attach to projects and proposals.

What to check once it lands

Importing is fast, but it's always worth a quick five-minute once-over so you trust what you're looking at.

Spot-check a few transactions. Open your ledger and confirm a handful of recent transactions came across with the right amounts, dates and categories.

Look at your clients and invoices. Make sure your client list is there and a couple of invoices look right, including any that were paid or outstanding.

Connect your bank. This is the part that makes Worklyn feel alive again. Link your accounts through Plaid if you're in the US or Canada, or EnableBanking across the EU and UK, and let incoming payments start matching to your invoices automatically.

Point your receipts inbox at Worklyn. Start forwarding receipts so the OCR reads them and matches each one to the right transaction, the way you were used to.

That's it. The data move is the boring part, and it's over in minutes. If you want the bigger picture on why the freelancer-first route makes sense, the Midday alternative page lays it all out.

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